Research Briefing
The Bank of Japan (BoJ) kept its policy rate at 0.75% at its January meeting. Although our current baseline expects...
Monetary policy
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Research Briefing
Japanese government bond yields have surged over the past few weeks. Here, we answer the most frequently asked questions about...
Research Briefing
The data released over the past week don't warrant changes to our latest baseline forecast for growth to improve this...
Research Briefing
Gilt yields are expected to ease over the coming years, but higher term premia, fiscal pressures, and shifting investor demand...
Research Briefing
The Bank of Japan raised its policy rate by 0.25ppts to 0.75% at its meeting on Friday, which the dovish...
Research Briefing
We're raising our forecast for light vehicle sales to 15.7mn next year to reflect improving affordability, the new-car loan interest...
Research Briefing
Black and Hispanic households have experienced more inflation than other groups since the reopening of the economy from the pandemic...
Research Briefing
The recent geopolitical shocks and abrupt US policy shifts have heightened concerns about the stability of the dollar-centric global financial...
Research Briefing
The end of the government shutdown did not alter the broader economic trajectory, but it did create a sharp swing...
Research Briefing
The Bank of Japan (BoJ) kept its policy rate at 0.5% at its October meeting, after a 7-2 majority vote....
Research Briefing
We expect Nordic GDP growth to outperform the Eurozone in 2026, driven by expansionary fiscal policy and higher consumer spending....
We've brought forward the timing of the next Bank of Japan (BoJ) 25bps rate hike to December from next year...
Research Briefing
At its monetary policy meeting on Friday, the Bank of Japan (BoJ) unexpectedly announced it would start to sell its...
Markets are adjusting to ongoing fiscal largesse and monetary policy pivots. For fixed income investors, this creates fertile ground for...
Webinar Eurozone outlook: A clearer path ahead but don’t expect fireworks
Research Briefing
Labor market conditions loosen, prompting an earlier Fed rate cut
Research Briefing
Large primary deficits make for a concerning fiscal outlook
Research Briefing
France's fragile coalition government looks set to lose a confidence vote scheduled on September 8. Consequently, Prime Minister François Bayrou's...
Research Briefing
We still expect the Bank of England to cut Bank Rate by 25bps again in November, despite August's unexpectedly tight...
Research Briefing
The Bank of Japan kept its policy rate at 0.5% at its July meeting. We continue to think the BoJ...
